TWI754471B - Service estimation, contract signing and dispatch system - Google Patents

Abstract

A service estimation, contract and dispatch system, including: An input module, which is used to enter the user's account number and service requirements information A resource consultation module, which is used to confirm whether the resources at that time can pro-vide services. A valuation module, when it is confirmed that the service can be provided, the quotation information of the highest level of necessary project costs and additional project costs is generated. A quote module, which is used for quotation. A back-calcula- tion suggestion module, which generates another quotation information during price nego-tiation for re-quotation. The other quotation information includes the sum cost of at least one necessary project as the lowest level. A contract module, which is used to conduct online electronic contract after accepting the quotation. A personnel scheduling module, which is used for manpower scheduling after signing a contract; and A dispatch module, which is used to generate a dispatch list of relevant personnel.

Description

Service Estimation, Contracting and Dispatching System

The invention relates to a service estimation and contracting system, in particular to a one-stop service estimation, contracting and dispatching system capable of self-scheduling contact, collaborative assessment, price negotiation, quotation, contract signing, resource scheduling and completion of dispatching.

China Patent Publication No. CN102122377A "Establishing an E-commerce System for House Decoration and Related Appliances Procurement" discloses an e-commerce system for building house decoration and related appliances procurement, which provides the demand side, planning and design and engineering implementation of house decoration and related appliances procurement The contracting end, as well as the equipment and material supply end, use the Internet device to connect the network to the server and the database. The system includes: description of the content of the house decoration and the use of equipment, images of the current situation inside and outside the house, 3D image maps, Decoration space dimension map, decoration construction and equipment installation simulation image data, simulation image report data query, decoration construction and equipment installation evolution diagram, construction monitoring and video recording and negotiation bulletin board and other functions. However, the disclosed technology integrates online data from three parties, including the demand side, the project contractor side, and the equipment and material supply side, so as to facilitate smooth communication of each other's problems and facilitate business transactions. It can be seen that this technology only focuses on the scope of e-commerce systems. There is no one-stop operation such as automatic generation of quotations by the system, automatic back-calculation and negotiation according to needs, online signing, and manpower dispatch according to the contract.

The object of the present invention is to provide an integrated information system that can be operated by employees and/or consumers, for a service, such as scheduling, cost estimation, back-calculation advice, signing and A one-stop service estimation, contract signing and dispatch system that can be completed in this information system such as personnel dispatch.

The technical means of the present invention to achieve the above object is to provide a service estimation, contract signing and dispatching system suitable for the operation of network information architecture, including: an input module for obtaining an input user's account number and a service requirement information, The service demand information includes a budget ceiling fee, a demander information, a service combination, a service execution date interval, and a service execution location, wherein each level of all necessary items is assigned an independent, low-to-high level weight; a resource inquiry module for confirming and replying whether the resource required by the service combination is available; an evaluation module, which is coupled to the input module and the resource inquiry module, and inquires about the resource with the service requirement information Inquiring the module and confirming that the answer is yes, then generating a first service combination fee as a quotation information, the first service combination fee including the sum of the highest level of fees of each necessary item corresponding to the service type , plus the cost of the additional item, if the cost of the first service combination is higher than the budget ceiling cost, the service of the additional item will be removed in sequence, and then all the necessary items need to retain at least one level. , remove the weights in all levels from low to high and back-calculate one by one, until the cost is reduced to the same or less than the budget cap cost; a quotation module is coupled to the evaluation module for the quotation The information is provided to the user, and the user's readjustment quotation is accepted or the reply of the quotation is accepted. After the quotation is adjusted, a second service combination fee is generated through the evaluation module as a quotation information, and the operation of the quotation module is continued. The second service combination fee includes the cost of each necessary item corresponding to the service type. The level is the lowest or the sum of the lowest level of at least one item; a contract module is coupled to the quotation module a group for performing online electronic contract according to the user's response to accepting the quotation, and storing the generated electronic contract in the storage unit; and a personnel scheduling module coupled to the contract module and the resource inquiry module The group, after completing the electronic contract, will start manpower scheduling according to the quotation information that has accepted the quotation, so as to dispatch labor to the relevant service personnel.

In some embodiments, the above-mentioned system further includes: a reporting module, coupled to the personnel scheduling module, for feeding back another service demand information required by the user after the relevant service personnel perform the service according to the contract to the input module, and perform subsequent service estimation, contract signing and dispatch operations.

In some embodiments, the evaluation module confirms that the resource inquiry module responds with no, and prompts the user to adjust the content of the inputted service demand information.

In some embodiments, the resource inquiry module includes: confirming whether the resources of the required service personnel and the required tools and equipment are available based on the inputted service type and the service execution date interval.

In some embodiments, the required tools and equipment are held by an internal unit or provided by an external partner unit.

In some embodiments, the manpower scheduling of the manpower scheduling module includes manpower of an internal unit or manpower of an external cooperative unit.

In some embodiments, the weights assigned to each level of all necessary items are ranked according to the level of operating profit, with higher profits being weighted higher, and lower profits being lower weights.

In some embodiments, the signing module is further coupled to a credit reporting module (financial credit database) capable of investigating bad payment records, so as to check whether the user has bad credit before completing the online electronic signing record, and stop or renew the contract accordingly.

In some embodiments, it further includes a user login module coupled to the input The module is used to grant a user authority according to the account number and password input by the login user. The user authority includes a consumer authority. The consumer authority can input an offer location and offer date for the benefit of the estimator of the service provider. Offer to assist the consumer in the process of estimating and contracting services, and the consumer's rights cannot use the functions of the contracted module and its subsequent modules.

The present invention has the following characteristics: the system of the present invention has a one-stop service system for almost the whole process, from the appointment of service contact specialists, the estimation and quotation of service costs, the inverse calculation suggestion for adjusting service details, online signing, personnel scheduling The one-stop operation for dispatch does not have to be the same as the familiar operation method: first investigate the service specifications and time, then go back to the company to ask for available resources, then quote the customer, then manually negotiate the price, wait for the customer to sign the contract, and then confirm the contract. Carry out personnel scheduling and issue work orders to schedule scattered and long work schedules such as incoming service personnel and time. The service items of the present invention are designed with necessary items and non-essential additional items required to complete the service, and different service levels and relative costs are set for each necessary item, and different quotation levels can be achieved by the combination of levels. , for the inverse calculation suggestion to apply.

1: Service Database

11: Service Portfolio

111: Types of Services

1111: Necessary Items

1112: Additional Items

12: Input module

121:Account

122,122’: Service Demand Information

1221: Requester Information

1222: Selected Service Portfolio

1223: Service date range

1224: Where the service takes place

13: Resource Inquiry Module

131: Cooperative unit

14: Valuation Module

141: First service package fee

15: Quote Module

151: Quote Information

16: Inverse calculation suggestion module

161: Second service package fee

17: Signing the module

171: Electronic Contracts

172: Storage Unit

173: Credit module

1731: Financial Credit Database

18: Personnel scheduling module

19: Dispatch module

191: dispatch work order

21:Report Module

31: User login module

311: Account

312: Password

[Fig. 1] is a system architecture diagram of a service estimation, contract signing and dispatching system according to an embodiment of the present invention; [Fig. 2] is an embodiment of the present invention that includes mechanisms such as service database, credit reporting, reporting, and user login. System architecture diagram of the service estimation, contract signing and dispatching system; [Fig. 3] is a schematic diagram of the data fields of the service database of the service estimation, signing contracting and dispatching system according to an embodiment of the present invention.

The embodiments of the present invention are described in detail as follows in conjunction with the drawings, and the accompanying drawings are mainly simplified The schematic diagrams are only used to illustrate the basic structure of the present invention in a schematic way. Therefore, only the elements related to the present invention are indicated in these drawings, and the displayed elements are not drawn according to the number, shape, size ratio, etc. during implementation. , the size of its actual implementation is a selective design, and its component layout may be more complicated. Additionally, in the specification, unless explicitly described to the contrary, the word "comprising" will be understood to mean the inclusion of stated elements but not the exclusion of any other elements.

Please refer to Figure 1 first. The service estimation, contract signing and dispatching system of the present embodiment is a software system suitable for running a network information architecture. The system includes: an input module 12, a resource inquiry module 13, an evaluation module 14, a quotation module 15, an inverse calculation suggestion module 16, a signing module 17, a personnel scheduling module 18 and Dispatch Module 19.

The input module 12 is used to obtain an input user's account 121 and a service demand information 122, the service demand information 122 includes a demander information 1221, a service type 111 and a plurality of corresponding necessary items 1111 and At least one additional item 1112 , a service execution date interval 1223 and a service execution location 1224 . Take the service type 111 as a “migration” service as an example to illustrate: the user can be a registered employee or a general consumer, the demander information 1221 can be the demander’s name, contact information, etc., the service type 111 For "relocation", the necessary items 1111 may be "moving line" items, "space selection" items, "model type" items, and the additional items 1112 may be "processing fee" items, "cleaning" items, " "Rental Box" project, etc. The service execution date interval 1223 is a predetermined date range in which the service can be performed, and the service execution location 1224 is the moving-out address and the moving-in address.

The resource inquiry module 13 is used to confirm and reply whether the selected service type 111 has enough resources in the required resource, and the confirmation method includes: entering the service type 111 with the service Go to the date interval 1223, and confirm in sequence whether the resources of the service personnel and tools and equipment required within the company and in the cooperative units are available. Taking the relocation service as an example, corresponding to the relocation service that requires the use of the resource of the transporting tool of the truck, the resource inquiry module 13 will check whether the vehicle of the company or the partner unit can be used for the vehicle during the date interval 1223 of the service; corresponding to Whether the truck drivers and porters required for the immigration service can be present.

It should be emphasized that, in an embodiment, each level of all necessary items 1111 is assigned an independent weight from low to high, the input service demand information 122 further includes a budget ceiling cost, and the evaluation module 14. If the first service combination cost 141 generated is higher than the budget ceiling cost, the service of the additional item 1112 will be removed in sequence, and then under the premise that "all the necessary items 1111 need to retain at least one level", The weights in all levels are removed one by one from low to high and back-calculated one by one, until the cost falls to the same or less than the budget cap cost. The weights assigned to each level of all the above-mentioned necessary items 1111 are sorted according to the level of operating profit.

Again, as shown in FIG. 2 . The signing module 17 is further coupled to a credit reporting module 173 capable of investigating bad payment records, such as a financial credit database 1731, for checking whether the user has a bad credit record before completing the online electronic signing, and accordingly Cease or renew the contract.

The evaluation module 14, which is coupled to the input module 12 and the resource inquiry module 13, inquires the resource inquiry module 13 with the service demand information 122, and confirms that the answer is "Yes", indicating that a business trip is possible on the day, then The system automatically generates a first service combination fee 141 as a quotation information 151, and the first service combination fee 141 includes the sum of the fees of the highest level selected from the different specification levels of the necessary items 1111, plus at least one The cost of this additional item 1112.

The quotation module 15 is coupled to the evaluation module 14 for providing quotation information 151 Provided to the user, and accept the user's "Readjusted Quote" or "Accepted Quote" response.

The back calculation suggestion module 16 is coupled to the quotation module 15 and the evaluation module 14, and is used for generating through the evaluation module 14 after the user does not agree with the quotation, that is, the reply is "re-adjust the quotation" After a second service combination fee 161 is used as a quotation information 151, the operation of the quotation module 15 is continued. The second service combination fee 161 includes the level of each necessary item 1111 corresponding to the service type 111 is the lowest Or the sum of the minimum fees for at least one item.

The signing module 17 is coupled to the quotation module 15 for performing online electronic signing according to the user's response of "accepting the quotation", and storing the generated electronic contract 171 in a contract with the signing module 17 It is stored in a storage unit 172 that is electrically connected.

The personnel scheduling module 18 is coupled to the contracting module 17 and the resource inquiry module 13. After the electronic contract is completed, the personnel scheduling module 18 starts to perform human resource scheduling according to the quotation information 151 received the quotation, and plans relevant service personnel and services. Service Content.

The dispatching module 19 is coupled to the personnel dispatching module, and is used for generating dispatching orders 191 to the relevant service personnel according to the personnel dispatching result, so as to schedule their business trip schedules for service.

As shown in Figure 2 and Figure 3. In order to enable the present invention to be applied to a variety of different service types 111 , the above-mentioned service estimation, contracting and dispatching system may further include a service database 1 for storing a plurality of service combinations 11 (such as service combination 1 to service combination 3 in FIG. 3 ) ), each service combination 11 includes a service category 111 (service categories-A to C in FIG. 3 ), a plurality of necessary items 1111 corresponding to the service category 111 (service items-A, B, C in FIG. 3 ) etc.), corresponding to an additional item 1112 of the service category 111 (additional items-a, b in FIG. 3 ), each necessary item 1111 has multiple different levels (levels in FIG. 3-high, medium, low), each level has a corresponding fee, the additional item 1112 also has a corresponding fee, the input module 12 is coupled to the service database 1, so that the input module 12. Obtain the service type 111, the necessary items 1111 and the additional items 1112 stored in the service database 1 as the basis for estimating the first service combination fee 141 or the second service combination fee 161. Therefore, if As shown in FIG. 2 , the service requirement information 122 input by the input module 12 may be a service combination 1222 selected from the service database 1 .

It should be stated that the necessary items 1111 referred to in the embodiments of the present invention are the content of the items that must be provided under the service category 111 to which they belong, otherwise, the work of the service cannot be performed and completed to the minimum extent, for example: When the service type 111 is "relocation", the necessary items 1111 are "contents to be moved" such as large wardrobe x 2, medium-sized dining table x1, and "vehicle type" such as medium-sized truck x1; and the above-mentioned additional item 1112 is It is not related to whether the "relocation" service can be carried out, but items that can enhance the user experience or the company's image, such as whether to dispose of old furniture, whether to rent protective cardboard boxes, etc. To give another example, when the service type 111 is "toilet repair", the necessary items 1111 are "drain pipe size", "toilet specification", "dry construction or wet construction" and other items, and the additional items 1112 It is a project such as "removal of old toilets" and "renewal of water tank hoses".

The service database 11 is described below in conjunction with the service type of "relocation", the service type 111 is "relocation", and the necessary item 1111 is the item "movement route": such as whether the source and destination need to go up and down stairs; "Item: whether to use a crane and the tonnage; "Type of vehicle" item: truck or van, tonnage, quantity, etc.; the additional item 1112 is: "Disposal fee" item: Whether it is necessary to dispose of old furniture on your behalf , old home appliances; "cleaning" items, "rental box" items: whether it needs to be put into a box.

In the aforementioned embodiment, as shown in FIG. 2 . The service estimating, contracting and dispatching system may further include a reporting module 21, which is coupled to the dispatching module 19, and is used to provide additional information required by the user after the dispatched related service personnel perform the service according to the contract. A service requirement information 122' is fed back to the input module 12, And carry out follow-up service estimation, contract signing and dispatch operations. For example, as shown in Fig. 2, when the relocation service is performed, the service dispatcher may know that the usage density of the space that the user moves into is too high, and then learn from the user that there is a service inquiring about space storage, the service dispatcher The demand can be converted into the service demand information 122 (at this time, the service type is space storage, and the necessary items are system cabinets and storage boxes. The system cabinet grades are divided into high and low, and the storage boxes are divided into high and medium according to the material grade. , low) and enter the input module 12, and apply the service estimation, contract and dispatch system again for subsequent services.

However, in the aforementioned embodiment, the user's account 121 and a service requirement information 122 input in the input module 12 may be performed by a user login module 31, which is coupled to the user login module 31. The input module 12 is used for granting a user authority according to the account 311 and the password 312 input by the login user, the user authority includes a consumer authority, and the consumer authority can input an offer place and offer date to facilitate and service Fang's estimators arrange appointments, so that consumers and estimators can jointly estimate and sign contracts to assist in the explanation and selection of some professional necessary items or additional items. In addition, the consumer authority cannot use the functions of the contracted module and its subsequent modules.

Furthermore, as shown in the foregoing embodiment, when the reply of the appraisal module 14 confirming the resource inquiry module 13 is no, indicating that the user wishes to negotiate a price, the system will prompt the user to adjust the inputted service demand information 122. The content, such as changing the time in the service running date interval 1223, or changing the content of the necessary item 1111, enables the re-evaluation module 14 to regenerate the first service combination fee 141, and then quote it to the user for reference.

It can be seen from the description of the above embodiment that the present invention not only has the ability to provide quotations and negotiation back-calculation mechanisms to consumers after consumers put forward demands and actually check whether the company's internal resources can meet the conditions, and then perform online signing (signing a contract) after consumers accept the quotations. It has the function of credit reporting to protect the supplier, and the electronic contract after signing has the function of saving), and dispatches personnel and completes the dispatch work immediately after the contract is completed. Furthermore, the present invention applies a combination of multiple item levels to form price differences corresponding to service levels, automatically adjusts quotations and negotiated prices, and improves consumers' more flexible service and price choices. In addition, a further expansion function of the present invention is that the system of the present invention has a return mechanism, which can provide the dispatched service personnel after contacting with consumers, after obtaining additional or further service requirements of consumers, and then using the input module to perform additional services. A round of service estimation, contract signing and dispatch work. Even, the present invention can also utilize the user login module and the input module for consumers and service specialists to make time arrangements for both parties, so as to facilitate joint (not limited to meeting in person, but also in the cloud through remote meetings) ), interactively conduct estimation, quotation and negotiation confirmation, and contract signing.

The embodiments disclosed above are only illustrative of the principles, features and effects of the present invention, and are not intended to limit the scope of the present invention. Modifications and changes are made to the above-described embodiments. Any equivalent changes and modifications made by using the contents disclosed in the present invention should still be covered by the following claims.

111: Types of Services

1111: Necessary Items

1112: Additional Items

12: Input module

121:Account

122: Service Demand Information

1221: Requester Information

1223: Service date range

1224: Where the service takes place

13: Resource Inquiry Module

131: Cooperative unit

14: Valuation Module

141: First service package fee

15: Quote Module

151: Quote Information

16: Inverse calculation suggestion module

161: Second service package fee

17: Signing the module

171: Electronic Contracts

172: Storage Unit

18: Personnel scheduling module

19: Dispatch module

Claims (9)

A service estimating, contracting and dispatching system, which is suitable for a network information framework, the system comprises: an input module for obtaining an input of a user's account number and a service requirement information, the service requirement information including a budget The upper limit fee, a demander information, a service category and its corresponding necessary items and additional items, a service execution date interval and a service execution location, wherein each level of all necessary items is assigned an independent, from low to low. the highest weight; a resource inquiry module used to confirm and reply whether the resources required by the selected service type are available; an evaluation module coupled to the input module and the resource inquiry module to determine the service demand Information query the resource query module, and confirm that the answer is yes, then generate a first service combination fee as a quotation information, the first service combination fee includes the highest level selected from the different specification levels of the necessary items The sum of the cost, plus the cost of at least one additional item. If the cost of the first service combination is higher than the budget ceiling cost, the service of the additional item will be excluded in sequence, and then all necessary items will be retained. Under the premise of at least one level, the weights in the range of all levels are removed one by one from low to high and back-calculated until the cost is reduced to the same or less than the budget cap cost; a quotation module is coupled to the evaluation module, using In order to provide the quotation information to the user, and accept the user's readjustment quotation or accept the reply of quotation; an inverse calculation suggestion module is coupled to the quotation module and the evaluation module, and is used in the user's The reply is that after readjusting the quotation, a second service combination fee is generated through the evaluation module as a quotation information, and then the operation of the quotation module is continued. The level of each necessary item is the minimum or the sum of the minimum level of at least one item; a contract module is coupled to the quotation module, and is used for online electronic contract according to the user's response to accept the quotation , and store the generated electronic contract in a storage unit; A personnel scheduling module, which is coupled to the contracting module and the resource inquiry module, performs human resource scheduling according to the quotation information received after the electronic contract is completed; and a dispatching module is coupled to In the personnel scheduling module, a work order is generated to the relevant service personnel according to the manpower scheduling result. The service estimation, contract signing and dispatch system according to claim 1, further comprises a service database for storing a plurality of service combinations, each service combination including a service type, a plurality of necessary items corresponding to the service type, corresponding In an additional item of the service category, each necessary item has a plurality of different levels and corresponding charges, the additional item has a corresponding charge, and the input module is coupled to the service database for obtaining the service Type, these required items and additional items. The service estimation, contract signing and dispatching system described in claim 2 further includes a reporting module, which is coupled to the dispatching module, and is used for sending other information required by the user after the relevant service personnel perform the service according to the contract. Please return a service demand information to the input module, and carry out the follow-up service estimation, contract signing and dispatching operations. The service estimation, contract signing and dispatching system according to claim 1, wherein the response of the estimation module confirming the resource inquiry module is no, the user is prompted to adjust the content of the inputted service demand information. The service estimation, contract signing and dispatching system according to claim 1, wherein the resource inquiry module includes: confirming the required service personnel and the required tools and equipment according to the input service type and the service execution date interval. Are the resources available? The service estimating, contracting and dispatching system according to claim 5, wherein the required tools and equipment are held by an internal unit or provided by an external cooperative unit. The service estimation, contract signing and dispatching system according to claim 1, wherein the manpower scheduling of the manpower scheduling module includes manpower of an internal unit or manpower of an external cooperative unit. A service estimating, contracting and dispatching system as described in claim 1, wherein all necessary The weight assigned to each level of the project is sorted according to the level of operating profit. The service estimation, signing and dispatching system according to claim 1, wherein the signing module is further coupled to a credit reporting module capable of investigating bad payment records, so as to check whether the user is Have a bad credit record and stop or renew the contract accordingly.

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